How big is Lee Wealth Management's plan?

Lee Wealth Management's plan reported $2.4M in assets and 4 participants for 2025.

Original filing (PDF)20260512113315NAL0006731201001

Lee Wealth Management

Name: Lee Wealth Management — The Lee Wealth Management, Form 5500 (2025)
Creator: Lee Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lee Wealth Management 401(k) Plan

401(k) retirement plan · Lee Wealth Management's The Lee Wealth Management 401(k) Plan held $2.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Lee Wealth Management's EIN is 20-8300058.

EIN 20-8300058

Plan number 001

Plan year 2025

ACK ID 20260512113315NAL0006731201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lee Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lee Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score